What is PMS? All about Portfolio Management Services | PMS vs Mutual Funds (with ENG subtitles)

Understanding Alternative Investment Fund(AIF) & their types
• Understanding Alternat...
In this informative video, we delve into the world of Portfolio Management Services (PMS) and provide you with a comprehensive guide to understanding this crucial aspect of investment management. Whether you're an experienced investor or a beginner looking to explore the world of finance, this video is tailored to provide you with valuable insights.
Portfolio Management Services, commonly known as PMS, refers to the professional management of a diverse portfolio of securities, including stocks, bonds, mutual funds, and other investment instruments, on behalf of individual investors. This personalized service aims to optimize investment returns while considering individual risk preferences and financial goals.
Join us as we demystify the key concepts and strategies behind Portfolio Management Services. We'll explore the benefits of PMS, such as access to professional expertise, active portfolio monitoring, and customized investment strategies tailored to individual needs. You'll also gain a deeper understanding of the various types of PMS, including discretionary and non-discretionary services.
Throughout the video, we'll discuss the essential elements of PMS, including the role of a portfolio manager, risk management techniques, and the importance of asset allocation. We'll also touch upon the fee structure and performance evaluation methods typically associated with PMS.
Whether you're curious about the potential advantages of PMS or simply want to expand your knowledge of investment management, this video will equip you with the necessary information to make informed decisions. Understanding Portfolio Management Services is a crucial step towards achieving your financial goals and maximizing returns on your investments.
00:00 Introduction
01:26 PMS: Meaning & Model
04:22 Process of PMS
04:50 Types of PMS
08:33 Current PMS Scenario in India
10:34 How does PMS Make Money?
12:04 PMS- Taxation
12:46 Performances of PMS
18:22 Conclusion
Complete Fundamental Stock Analysis Tool - Stock-o-meter:
investyadnya.in/stock-o-meter
Research Based Ready-made Model Portfolios:
investyadnya.in/model-portfolios
Comprehensive Mutual Fund Reviews:
investyadnya.in/fund-o-meter
Yadnya Books and eBooks now available:
On Amazon - amzn.to/2XKtlks
On our website - investyadnya.in/books
Find us on Social Media and stay connected:
Blog - blog.investyadnya.in
Telegram - t.me/InvestYadnya
Facebook Page - / investyadnya
Facebook Group - goo.gl/y57Qcr
Twitter - / investyadnya
LinkedIn - / investyadnya
#InvestYadnya #YIA
LEGAL DISCLAIMER:
Use of this information is at the user's own risk. The Company and its directors, associates and employees will not be liable for any loss or liability incurred to the user due to investments made or decisions taken based on the information provided herein. The investment discussed or views expressed herein may not be suitable for all investors. The users should rely on their own research and analysis and should consult their investment advisors to determine the merit, risks and suitability of recommendation. Past performance is not a guarantee for future performance or future results. Information herein is believed to be reliable, although its accuracy and completeness cannot be guaranteed. The images used may be copyright of the company or third party. As a condition to using the services, the user agrees to the terms of use of the website and the services.
DISCLOSURES UNDER SEBI (RESEARCH ANALYST) REGULATIONS, 2014:
Yadnya Academy Pvt. Ltd. (InvestYadnya) is registered with SEBI under SEBI (Research Analyst) Regulations, 2014 with registration no. INH000008349.
Disclosure with regard to ownership and material conflicts of interest
1. Neither Research Analyst nor the entity nor his associates or relatives have any financial interest in the subject Company;
2. Neither Research Analyst nor the entity nor its associates or relatives have actual / beneficial ownership of one per cent or more securities of the subject Company, at the end of the month immediately preceding the date of publication of the research report or date of public appearance;
3. Neither Research Analyst nor the entity nor its associates or his relatives have any other material conflict of interest at the time of publication of the research report or at the time of public appearance.
Disclosure with regard to receipt of Compensation
1. The Research Entity and its associates have not received compensation from the subject company in the past twelve months.
2. The subject company is not or was not a client during the twelve months preceding the date of recommendation.

[@apekshawali6205]

First of all, thankyou so much for your valuable video...very easy to understand...I really wish to see the upcoming video on AIF vs MF vs PMS.. pls release it soon sir...

[@srinivasrao4547]

Very good comparison between PMS vs Mutual Funds.. Also please try to make a detailed video comparing PMS, AIF and Mutual Funds..

[@sumantilkam1085]

Very nice video, simple and powerful want video on AIF, Mf and PMS

[@preethishukla8403]

Simple and clearly explained. Thank you

[@rajnish1002]

Valuable and Informative, Good Luck 👍🏻

[@mamtajaiswal4044]

Pms/aif/ mf comparison will help us. Further would like to elaborate top 5 pms logic.

[@smfin8114]

Ye dekhke dimag hil gaya ... Concentrate hoke bhi kya fayda jab long term me return hi na de... Good information sir Comparison video plz banaye... Motivation milega mf ke liye

[@sunilsheth6157]

Best top 5 PMS....?? 🎉 THANK YOU

[@hritikjain5595]

Please make the next comparison video soon, looking forward to it

[@santlalyadav6433]

Thanks Gaurav sir for valuable information

[@adityabang5300]

Very clear information. Thank you. Please make video on AIF, PMS & MF

[@VidyasagarJangde]

Sir PMS may generate higher return but imposes multiple charges from investors due to which an investor may receive very less return in hand as compare to MF. For example, If PMS and MF both generates 24% yearly return, then PMS investors may receive less than 18% in hand due to multiple PMS fee. Let's suppose any good mutual fund gives 24% return and PMS generates 30% but after reducing all PMS charges, say 30% of profit and other fee, investors will get (70% of 30% profit) i.e. 21%. Sir, to understand long term impact, plz make a dedicated video comparing long term return say 20 years, of what an investor will get in hand after reducing all charge while investing in PMS and MF. 🙏

[@atharav902]

Superb explanation!

[@lefthandedsurgeon]

Great information as always. Thank you 🙏

[@rhapsodyfourteen4225]

Sir, their discussion is like your class only :) crisp and informative

[@rajbinani]

I was about to invest in PMS but after evaluating PMS vs MF, I actually don’t see any reason to invest in a PMS especially if they haven’t really created alpha against benchmark index. People just do it perhaps because they are bored but any sane person will really stick to MFs for long run

[@leapconsulting5523]

I have been advised to create a PMS with HDFC, the bank provides this as an additional service at no cost(through my personal banker) and has a dedicated team to cater to a niche customer base. Please advise if I can go ahead? and would this be better than investing in multiple mutual funds? Do note: The bank isn't charging for this service

[@hitarthshah2603]

Thank you sir. It is a very informative video

[@rajatsethia]

Have u guys discontinued mutual fund monthly report that used to be part of fundometer

[@srinivasrao4547]

can you please share the PMS vs Mutual funds infographic which you have showcased in the video..

[@kishinjagwani5350]

Very nice video Sir jee . Thanks 🙏 🙏

[@rravichandran4493]

Very useful information..I was in dilemma for PMS vs MF... thank you very much for presenting pros n cons of PMS.. Please also present the comparison between PMS vs MF vs Small case..thanks

[@sanjoydatta3277]

Vs ETFs as well.

[@rabikundala2195]

Very good comparison 👌👌

[@RamKumar_e]

Nice Video. One point that will be helpful to understand in MF vs PMS is downside protection. If you can share some stats on this it will be helpful. Most of the investors in PMS might have opted it for capital protection rather than higher returns, so any numbers around that will be good to see. Thanks for all the informative unbiased videos :)

[@kerrymonteen]

Good information..however, how is it that PMS is giving higher rates of return, when they invest in the same equity/debt markets as MF..i always fear, that when something is good, it's too good to be true

[@gouthampai5055]

Thank you gaurav sir

[@RAJESHKUMARSINGH-sd9xp]

is small case category,is same category of PMS or other category of PMS?

[@gotrache]

Best Informative video

[@sagarkumbalkar83196]

Can PMS trade In F&O from their client's demat account?

[@respondto6323]

Well explained!

[@mangeshvaidya3182]

thanks sir. pl make video

[@atulmishra9690]

Thank you Gaurav, I think you should start a mini type of PMS for people who have 10 lakh

[@anjalg1]

SEBI does not allow less than 50L in a pms. They already run advisory portfolios for a fee

[@nirat1409]

@@anjalg1 what it means?

[@sarthakgupta6273]

@@nirat1409 it means that to enroll in a PMS one needs to have 50 lakhs as a minimum requirement,so one cannot start PMS with 10lakhs

[@AshishGupta-ot9kz]

Sir please tell us 10 best performing PMS in India.

[@amitshah9271]

Yes get a video sir

[@sushantrele370]

Yes required

[@mutualfund8242]

Thanku sir

[@chandelengineering6494]

Well explained.

[@shikharverma7264]

Sir please make the video on hedge funds

[@johnkvin]

Transparency continues to be an issue in PMS. Also Portfolio tracking is cumbersome, has anyone found a remedy for this?

[@preethishukla8403]

Please do one like this on AIF

[@snehalsharma3097]

Yes please make it

[@gotrache]

Please make video on difference between PMS and MF and AIF

[@Gullak_Niveshak]

Great video❤

[@nileshmamidwar5054]

Thanks, could you pls make video on PMS vs MF vs Smallcase

[@NIDHI.3]

can u explain entirely how a PMS company works. what is the role of brokers, custodians and PMS system. Like the entire function from scratch to end

[@tawfiqurrahman562]

Please compare small case/ PMS/AIF

[@anilkr431]

Where do I get the disclosure of PMS funds?

[@manisharasalkar8260]

Nice explanation

[@sauravkumar7594]

Kindly share details of video between PMS & AIF

[@prathamesh9990]

Hi sir muje PMS business start karna he please guide kardo

[@sushilnannaware2808]

Video banao sir great job

[@superteq2017]

What is the maximum investment in MF?

[@subhanilbakshi3563]

but how can someone open a pms...processs? ......plzzz

[@pratik.kataria]

want a three way comparison video.!!!

[@nikeshsk1]

Please create a video on AIF vs PMS vs MF

[@rajubankas6691]

Please do provide MF vs PMS

[@TheSatyarocks]

Nice video. However, investors need not top-up if the portfolio degrows to less than 50 lacs via stock price correction. Withdrawals can't be made to make the portfolio value below 50 lacs though.

[@sushilnannaware2808]

About ops and NPS sir

[@subhashkatkar6364]

First Comment! Very realistic, reasonable and simplistic information.

[@TheSatyarocks]

Enam has the highest AUM in PMS in India and Unifi has an Aum of about 15,000 crores in their PMS...should have added to the list

[@yogeshphondake8909]

Sir how to cleared NISM PMS EXAM

[@vinitajain7801]

47 comment.. Ek video jaror bnaye 3 funds ke comparison par.

[@rajendraalase5593]

Nice

[@vvmanimadhuri]

We can use Smallcase if you don't have 50lakhs or.have 50 lakhs but need to take some money out

[@AS-mc8sl]

So if i understand you correctly, PMS has higher corpus requirement, higher cost, higher concentration and lower returns (similar returns in smallcap). Why then would one want to invest in PMS??

[@tawfiqurrahman562]

Ideally situated for HNI UHNI

[@tejasmandulkar3596]

Please make 😊👍

[@almasfarogh120]

50 lakh Rs laga ke kitna milega yearly monthly Kitna kama sakte hai

[@subhashranjan4192]

आप एक सरल डेटा पेश करें और दिखाए कि औसतन mutual fund तथा pms के return का इतिहास कैसा रहा है औसतन.

[@pall_m]

Need more information on PMS Taxation and AIF taxation

[@tawfiqurrahman562]

Pms taxation is equity transaction. Ltcg/stcg

[@arjundebster]

Banao banao Comparison wala video banao

[@mhshmore99]

Who raised the limit from25 to 50?

[@InvestYadnya]

SEBI

[@janaa57]

Nice explanation 😮. PMS are not beating some MF returns. I feel PMS are useful to only fund managers who can charge hefty fee like 2.5% + profit sharing 😮.

[@Sandeesh_Srikantam]

What is the general average return one can expect from PMS ?

[@sanjeevb337]

Very boring not engaging at all